Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,678,408
+$154,501 QoQ
Shares Held
18,548
+25.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#324
of 949 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026ALLSTATE CORP holds $13,494,379 across 11 Residential Construction names. LEN ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
24,570 | $4,001,961 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
18,548 | $1,678,408 | |
| 3 | TOL |
Toll Brothers, Inc.
|
8,760 | $1,443,210 | |
| 4 | KBH |
Kb Home
|
19,378 | $1,212,869 | |
| 5 | MTH |
Meritage Homes CORP
|
13,666 | $1,145,894 | |
| 6 | SKY |
Champion Homes, Inc.
|
8,712 | $767,701 | |
| 7 | DFH |
Dream Finders Homes, Inc.
|
43,592 | $752,397 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
4,868 | $667,938 |
All Filings in LEN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,408 | 18,548 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,523,907 | 14,824 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,059,870 | 8,409 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,344,188 | 11,711 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $983,363 | 7,211 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $230,453 | 1,340 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $1,173,603 | 12,968 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $952,748 | 12,780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $899,132 | 12,741 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,471,694 | 18,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,534,844 | 21,822 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $830,098 | 8,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $880,340 | 8,861 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $889,507 | 8,787 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $622,875 | 8,171 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $667,407 | 8,171 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $563,699 | 9,148 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $474,329 | 12,417 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||